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ASHFORD HOSPITALITY TRUST INC（AHT）与AMICUS THERAPEUTICS, INC.（FOLD）财务数据对比。点击上方公司名可切换其他公司
ASHFORD HOSPITALITY TRUST INC的季度营收约是AMICUS THERAPEUTICS, INC.的1.4倍（$259.0M vs $185.2M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -26.8%，领先27.7%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs -6.0%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $-86.8M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs -7.7%）
阿什福德酒店信托是一家总部位于美国的房地产投资信托，主要投资美国核心城市、郊区及度假区的高端全服务酒店资产，旗下物业多由全球知名酒店品牌运营，服务商务与休闲旅客，专注实现长期资产增值与稳定股东回报。
Amicus Therapeutics是总部位于美国宾夕法尼亚州费城的生物制药上市企业，2007年在纳斯达克挂牌上市，股票代码为FOLD。上市前，公司曾获得Radius Ventures、迦南合伙人、恩颐投资等多家风险投资机构的资金支持，专注于生物医药领域的研发与商业化布局。
AHT vs FOLD — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $259.0M | $185.2M |
| 净利润 | $-69.3M | $1.7M |
| 毛利率 | — | 85.7% |
| 营业利润率 | -2.6% | 8.6% |
| 净利率 | -26.8% | 0.9% |
| 营收同比 | -6.0% | 23.7% |
| 净利润同比 | 44.2% | -88.5% |
| 每股收益（稀释后） | $-12.85 | $0.00 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
| Q4 25 | $259.0M | $185.2M | ||
| Q3 25 | $266.1M | $169.1M | ||
| Q2 25 | $302.0M | $154.7M | ||
| Q1 25 | $277.4M | $125.2M | ||
| Q4 24 | $275.5M | $149.7M | ||
| Q3 24 | $276.6M | $141.5M | ||
| Q2 24 | $316.5M | $126.7M | ||
| Q1 24 | $303.9M | $110.4M |
| Q4 25 | $-69.3M | $1.7M | ||
| Q3 25 | $-60.1M | $17.3M | ||
| Q2 25 | $-30.4M | $-24.4M | ||
| Q1 25 | $-20.0M | $-21.7M | ||
| Q4 24 | $-124.2M | $14.7M | ||
| Q3 24 | $-57.9M | $-6.7M | ||
| Q2 24 | $50.3M | $-15.7M | ||
| Q1 24 | $71.6M | $-48.4M |
| Q4 25 | — | 85.7% | ||
| Q3 25 | — | 88.5% | ||
| Q2 25 | — | 90.2% | ||
| Q1 25 | — | 90.7% | ||
| Q4 24 | — | 90.1% | ||
| Q3 24 | — | 90.6% | ||
| Q2 24 | — | 91.1% | ||
| Q1 24 | — | 87.7% |
| Q4 25 | -2.6% | 8.6% | ||
| Q3 25 | 4.6% | 20.3% | ||
| Q2 25 | 16.3% | -6.1% | ||
| Q1 25 | 22.2% | -6.3% | ||
| Q4 24 | -17.8% | 10.7% | ||
| Q3 24 | 7.3% | 15.3% | ||
| Q2 24 | 42.8% | 11.8% | ||
| Q1 24 | 50.2% | -25.1% |
| Q4 25 | -26.8% | 0.9% | ||
| Q3 25 | -22.6% | 10.2% | ||
| Q2 25 | -10.1% | -15.8% | ||
| Q1 25 | -7.2% | -17.3% | ||
| Q4 24 | -45.1% | 9.8% | ||
| Q3 24 | -20.9% | -4.8% | ||
| Q2 24 | 15.9% | -12.4% | ||
| Q1 24 | 23.5% | -43.9% |
| Q4 25 | $-12.85 | $0.00 | ||
| Q3 25 | $-11.35 | $0.06 | ||
| Q2 25 | $-6.88 | $-0.08 | ||
| Q1 25 | $-4.91 | $-0.07 | ||
| Q4 24 | $-13.64 | $0.05 | ||
| Q3 24 | $-12.39 | $-0.02 | ||
| Q2 24 | $2.50 | $-0.05 | ||
| Q1 24 | $5.99 | $-0.16 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $66.1M | $293.5M |
| 总债务越低越好 | $2.5B | $392.7M |
| 股东权益账面价值 | $-626.4M | $274.2M |
| 总资产 | $2.8B | $949.9M |
| 负债/权益比越低杠杆越低 | — | 1.43× |
8季度趋势，按日历期对齐
| Q4 25 | $66.1M | $293.5M | ||
| Q3 25 | $81.9M | $263.8M | ||
| Q2 25 | $100.0M | $231.0M | ||
| Q1 25 | $85.8M | $250.6M | ||
| Q4 24 | $112.9M | $249.9M | ||
| Q3 24 | $119.7M | $249.8M | ||
| Q2 24 | $121.8M | $260.1M | ||
| Q1 24 | $111.1M | $239.6M |
| Q4 25 | $2.5B | $392.7M | ||
| Q3 25 | $2.6B | $392.0M | ||
| Q2 25 | $2.6B | $391.3M | ||
| Q1 25 | $2.7B | $390.7M | ||
| Q4 24 | $2.6B | $390.1M | ||
| Q3 24 | $2.7B | $389.5M | ||
| Q2 24 | $2.8B | $388.9M | ||
| Q1 24 | $2.9B | $388.4M |
| Q4 25 | $-626.4M | $274.2M | ||
| Q3 25 | $-548.7M | $230.4M | ||
| Q2 25 | $-485.5M | $204.3M | ||
| Q1 25 | $-446.1M | $193.6M | ||
| Q4 24 | $-419.2M | $194.0M | ||
| Q3 24 | $-288.4M | $178.8M | ||
| Q2 24 | $-225.9M | $132.5M | ||
| Q1 24 | $-276.8M | $130.7M |
| Q4 25 | $2.8B | $949.9M | ||
| Q3 25 | $3.0B | $868.8M | ||
| Q2 25 | $3.1B | $815.3M | ||
| Q1 25 | $3.1B | $789.8M | ||
| Q4 24 | $3.2B | $785.0M | ||
| Q3 24 | $3.3B | $786.6M | ||
| Q2 24 | $3.3B | $749.5M | ||
| Q1 24 | $3.5B | $721.8M |
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× | ||
| Q1 24 | — | 2.97× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-15.7M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $-86.8M | $16.0M |
| 自由现金流率自由现金流/营收 | -33.5% | 8.6% |
| 资本支出强度资本支出/营收 | 27.5% | 0.2% |
| 现金转化率经营现金流/净利润 | — | 9.62× |
| 过去12个月自由现金流最近4个季度 | $-135.5M | $29.8M |
8季度趋势，按日历期对齐
| Q4 25 | $-15.7M | $16.3M | ||
| Q3 25 | $5.5M | $35.7M | ||
| Q2 25 | $16.3M | $-26.5M | ||
| Q1 25 | $-25.0M | $7.8M | ||
| Q4 24 | $-23.6M | $-3.9M | ||
| Q3 24 | $795.0K | $-23.0M | ||
| Q2 24 | $8.0M | $22.7M | ||
| Q1 24 | $-46.5M | $-29.7M |
| Q4 25 | $-86.8M | $16.0M | ||
| Q3 25 | $-226.0K | $35.3M | ||
| Q2 25 | $-3.6M | $-28.9M | ||
| Q1 25 | $-44.8M | $7.5M | ||
| Q4 24 | $-131.6M | $-4.2M | ||
| Q3 24 | $-21.8M | $-23.3M | ||
| Q2 24 | $-22.9M | $21.6M | ||
| Q1 24 | $-80.4M | $-31.5M |
| Q4 25 | -33.5% | 8.6% | ||
| Q3 25 | -0.1% | 20.9% | ||
| Q2 25 | -1.2% | -18.7% | ||
| Q1 25 | -16.2% | 6.0% | ||
| Q4 24 | -47.8% | -2.8% | ||
| Q3 24 | -7.9% | -16.5% | ||
| Q2 24 | -7.2% | 17.0% | ||
| Q1 24 | -26.5% | -28.5% |
| Q4 25 | 27.5% | 0.2% | ||
| Q3 25 | 2.1% | 0.2% | ||
| Q2 25 | 6.6% | 1.6% | ||
| Q1 25 | 7.2% | 0.2% | ||
| Q4 24 | 39.2% | 0.2% | ||
| Q3 24 | 8.2% | 0.3% | ||
| Q2 24 | 9.8% | 0.9% | ||
| Q1 24 | 11.2% | 1.6% |
| Q4 25 | — | 9.62× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.16× | — | ||
| Q1 24 | -0.65× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AHT
| Occupancy | $190.2M | 73% |
| Food And Beverage | $51.8M | 20% |
| Hotel Other | $16.6M | 6% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
